See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $21,047 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,041 | $45,000+0.1% | $143,757-68.7% | $77,904-42.2% |
| Participation rate | 54.7% | 66.8%-12.2pp | 80.3%-25.6pp | 73.7%-19.0pp |
| Annual return | -7.38% | 29.03%-36.4pp | -0.04%-7.3pp | 12.21%-19.6pp |
| Employer contribution / active EE | $964 | $1,870-48.4% | $4,951-80.5% | $2,848-66.1% |
| Participant deferral / active EE | $2,453 | $3,157-22.3% | $5,637-56.5% | $4,806-49.0% |
| Admin fee / account holder | $21 | $98-78.6% | $14,673-99.9% | $133-84.1% |